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Priti Goyal

Founder at Serving Skill

Last Login: 21 March 2025

Job Views:  
179
Applications:  35
Recruiter Actions:  11

Job Code

1532990

Group Leader - Equity Advisory - NISM

10 - 15 Years.Mumbai
Posted 1 day ago
Posted 1 day ago

- The role would require complete P&L responsibility for the Team reporting in


- To make sure targets /goal are achieved as per projections for the financial year


- To take initiatives in new business as given by the organisation. To ensure quality deliverables within stipulated timelines


- To ensure all processes are followed keeping in mind the ethos of the organization. mentoring and guiding team members thereby increasing revenue and ensuring they achieve their assigned targets.

Key Deliverables:

1. Managing team and ensuring their Productivity is met

2. Maintenance of the P&L of the team/branch monthly

3. Timely delivery of customized equity advise to assigned PCG customers (trading and investment ideas) as per defined timelines

4. Pass on ground customer feedback to the Senior PCG advisor as and when reported

5. Keep check on the Advisory certification program for the advisors as per defined timelines

6. Compliance and surveillance to be checked on regular time intervals frequently

Role Requirements:

- Educational Qualifications: Graduation in any discipline, MBA Finance/ CA/ CFA/ ICWA / NCFM/AMFI

- Experience: 9+ Years in Financial Markets, 2+ Years in leadership role

- Domain Knowledge: Understanding of capital markets including Derivatives, Currency and Commodities

I- T Skills: MS Office

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Posted By

user_img

Priti Goyal

Founder at Serving Skill

Last Login: 21 March 2025

Job Views:  
179
Applications:  35
Recruiter Actions:  11

Job Code

1532990

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